EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.53B
1-Year Est. Return 23.79%
This Quarter Est. Return
1 Year Est. Return
+23.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.78B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,872
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$7.24M
3
+$7.18M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$6.89M
5
CGXU icon
Capital Group International Focus Equity ETF
CGXU
+$6.72M

Top Sells

1
+$6.64M
2
+$2.74M
3
+$2.48M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.06M
5
PLTR icon
Palantir
PLTR
+$1.73M

Sector Composition

1 Technology 12.26%
2 Financials 6.71%
3 Consumer Discretionary 6.69%
4 Industrials 3.38%
5 Communication Services 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$216K 0.01%
4,971
+343
627
$214K 0.01%
1,039
+147
628
$214K 0.01%
1,804
+17
629
$214K 0.01%
9,514
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630
$213K 0.01%
622
+34
631
$213K 0.01%
1,926
-100
632
$211K 0.01%
2,494
+881
633
$211K 0.01%
434
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634
$210K 0.01%
12,405
+9,504
635
$209K 0.01%
2,876
+280
636
$209K 0.01%
13,489
+8,634
637
$209K 0.01%
6,595
-298
638
$209K 0.01%
19,678
+18,818
639
$208K 0.01%
635
+537
640
$208K 0.01%
2,145
+1,761
641
$208K 0.01%
3,128
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642
$207K 0.01%
297
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643
$205K 0.01%
7,852
-26
644
$205K 0.01%
424
+28
645
$205K 0.01%
952
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646
$204K 0.01%
1,733
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647
$203K 0.01%
1,088
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648
$203K 0.01%
4,053
+1,786
649
$202K 0.01%
4,953
+4,449
650
$202K 0.01%
9,165
+8,542
24 25
26
27 28